Compare · 3 funds side by side · dividends reinvested

IJR, XLF and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,861XLF · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

IJR, XLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: IJR 2000 · XLF 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $106B$12,918

IJR

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,861

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IJRMeasure

More Ways to See the Pairs

IJR vs XLF: Top 5 Holdings

Today

IJR

2.7%in top 5

XLF

in top 543.6%

IJRStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: IJR, XLF, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

XLF0.08%$8

IWF0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IJR, XLF, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

XLF

+18.0%Year to dateJan 1 → Nov 12+7.6%

+19.1%1 yearTotal return+11.1%

+16.7%3 years · per year$10,000 became $15,910 · $18,140+22.0%

+5.3%5 years · per year$10,000 became $12,918 · $15,861+9.7%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

1.21%Trailing 12-mo yield$121 · $142 a year on $10k1.42%

−9.7%Worst dropSmaller is better−14.8%

16.4%VolatilityLower is calmer15.3%

IJRXLF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%VSATnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PAYCnot top 5

0.5%TGTXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IJR vs XLF Returns, Every Period

5Y

iSharesIJR

+5.3%

5 years, per year

XLFSPDR

+9.7%

5 years, per year

IJRXLFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IJR vs XLF

YTD

iSharesIJR

+18.0%

XLFSPDR

+7.6%

+18.0%Year to date+7.6%

−9.7%Worst drop · 1Y−14.8%

16.4%Volatility · 1Y15.3%

1.2%Yield1.4%

$106BAssets$54.2B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

IJR1.21%$121

IWF0.37%$37

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

IJR$121 − $6 = $115

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IJR, XLF, IWF

Today

5.1%most shared, XLF and IWF

IJRXLFIWF

IJR—0.0%0.1%

XLF0.0%—5.1%

IWF0.1%5.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.1%IJR, at 16.4% volatility

XLFWorst drop−14.8%15.3% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIJR

+7.6%Year to date+18.0%

1.4%Yield1.2%

+11.1%Past year+19.1%

0.08%Fee0.06%

3–1IJR wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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IJR, XLF and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three